alt Hacker NewsThe price of the carried inventory is still significant; the scale they mention reaching towards is thousands per day. That's not including the backlog of components they would have onsite to ensure production uptime.
The price of the carried inventory is still significant; the scale they mention reaching towards is thousands per day. That's not including the backlog of components they would have onsite to ensure production uptime.
Absolutely, but they are not losing a billion+ in EUV machines with year+ lead times in a flood. It'll hurt for sure though and doesn't appear to be the smartest overall move.